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iShares International Select Dividend ETF

443 hedge funds and large institutions have $2.25B invested in iShares International Select Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 153 increasing their positions, 145 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $849K

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

10% more capital invested

Capital invested by funds: $2.04B → $2.25B (+$206M)

4% more funds holding

Funds holding: 427443 (+16)

6% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 145

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4.44% less ownership

Funds ownership: 55.61%51.16% (-4.4%)

Holders
443
Holders Change
+16
Holders Change %
+3.75%
% of All Funds
6.36%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
49
Increased
153
Reduced
145
Closed
30
Calls
$2.72M
Puts
$849K
Net Calls
+$1.87M
Net Calls Change
-$803K
Name Holding Trade Value Shares
Change
Change in
Stake
APWA
201
Atlas Private Wealth Advisors
New Jersey
$677K
KWA
202
Kingswood Wealth Advisors
California
$665K +$79.1K +2,717 +14%
AI
203
Auour Investments
Massachusetts
$641K -$247K -8,474 -28%
FSA
204
Fort Sheridan Advisors
Illinois
$637K +$75.7K +2,600 +14%
PS
205
Planned Solutions
California
$633K +$1.89K +65 +0.3%
LIM
206
Leavell Investment Management
Alabama
$632K +$16K +550 +3%
BRWA
207
B. Riley Wealth Advisors
Florida
$615K -$115K -3,945 -16%
SS
208
Sunbelt Securities
Texas
$614K +$48.8K +1,674 +9%
FFO
209
Fortitude Family Office
Arizona
$600K +$17.5K +600 +3%
PIA
210
Panoramic Investment Advisors
Colorado
$594K +$573K +19,658 New
ES
211
Eagle Strategies
New York
$592K +$18.6K +637 +3%
PP
212
Patten & Patten
Tennessee
$591K +$13.1K +450 +2%
SIM
213
Stratos Investment Management
Ohio
$590K +$8.53K +293 +2%
IWN
214
Independent Wealth Network
Iowa
$586K +$5.86K +201 +1%
CCP
215
Clarity Capital Partners
California
$583K +$5.59K +192 +1%
ARC
216
Advisor Resource Council
Texas
$573K +$552K +18,945 New
FA
217
Fountainhead AM
New Jersey
$570K -$2.65M -90,947 -83%
IAG
218
Investmark Advisory Group
Connecticut
$569K +$3.79K +130 +0.7%
LIA
219
LBMC Investment Advisors
Tennessee
$569K -$79.6K -2,734 -13%
BEI
220
Benjamin Edwards Inc
Missouri
$563K +$543K +18,629 New
NRC
221
New Republic Capital
North Carolina
$563K -$14.6K -500 -3%
LC
222
Landaas & Company
Wisconsin
$555K +$63.5K +2,179 +13%
OBWG
223
Onyx Bridge Wealth Group
New York
$555K -$19.8K -679 -4%
NRI
224
NFP Retirement Inc
California
$555K -$19.2K -660 -3%
HH
225
Hilltop Holdings
Texas
$553K +$157K +5,384 +42%

IDV Hedge Fund Activity: Q3 2024 in Review

443 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q3 2024, worth a combined $2.25B — up 10% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IDV positions and 30 closed out — a net gain of 19 holders — while 153 added to existing stakes and 145 trimmed.

The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $19.7M. The largest seller was Agilis Partners, cutting an estimated $206M.

  • 443 institutional investors held iShares International Select Dividend ETF (IDV) as of Q3 2024, up from 427 in Q2 2024.
  • Funds reported $2.25B of iShares International Select Dividend ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 49 funds opened new iShares International Select Dividend ETF positions in Q3 2024 and 30 closed out, a net change of +19 holders.
  • The largest iShares International Select Dividend ETF buyer in Q3 2024 was Arkadios Wealth Advisors, an estimated $19.7M added.
  • The largest iShares International Select Dividend ETF seller in Q3 2024 was Agilis Partners, an estimated $206M sold.

Based on aggregated 13F filings for Q3 2024.